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Lam Research Corp

LRCX
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000707549

In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,142 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q4 2023

Institutional positions in Lam Research Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,632
+199 vs. Q3 2023
Shares held
111.7M
+840.6K (+0.8%) vs. Q3 2023
Total value
$87.0B
+$17.4B (+25.0%) vs. Q3 2023
New holders
282
511 more added
Sold out
83
587 more reduced

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,632 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,142 institutions
Value heldQ4 2023: $87.0B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,142$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2023.

Institutions holding LRCX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hexagon Capital Partners LLC394$308.6K0.07%+37+10.4%Added
Parsons Capital Management Inc397$311.0K0.02%+397New
Sanibel Captiva Trust Company, Inc.397$311.0K0.01%+397New
WoodTrust Financial Corp400$313.0K0.05%00.0%Unchanged
James Investment Research Inc400$313.3K0.04%00.0%Unchanged
Alta Advisers Ltd400$313.3K0.17%00.0%Unchanged
Integral Investment Advisors, Inc.400$313.3K0.20%00.0%Unchanged
Full Sail Capital, LLC401$314.1K0.02%00.0%Unchanged
JGP Wealth Management, LLC402$314.9K0.05%00.0%Unchanged
Fortem Financial Group, LLC403$315.7K0.16%−1−0.2%Reduced
Appleton Partners Inc405$317.0K0.03%00.0%Unchanged
Kaizen Financial Strategies405$317.0K0.24%+1+0.2%Added
International Assets Investment Management, LLC406$318.0K0.04%−11−2.6%Reduced
Horizon Family Wealth, Inc.408$320.0K0.27%−14−3.3%Reduced
Grassi Investment Management410$321.0K0.03%00.0%Unchanged
Ignite Planners, LLC433$324.4K0.10%00.0%Unchanged
FineMark National Bank & Trust417$326.6K0.01%−71−14.5%Reduced
Mascoma Wealth Management LLC419$328.2K0.10%00.0%Unchanged
Schnieders Capital Management LLC420$329.0K0.07%00.0%Unchanged
Enterprise Financial Services Corp421$329.8K0.20%−46−9.9%Reduced
Quotient Wealth Partners, LLC421$329.8K0.01%+421New
Townsend & Associates, Inc391$331.8K0.04%−152−28.0%Reduced
Twinbeech Capital LP425$332.9K0.01%+425New
Mount Yale Investment Advisors, LLC426$333.4K0.03%−6−1.4%Reduced
Investment Partners Asset Management, Inc.427$334.5K0.33%+427New
Partners Capital Investment Group, LLP429$336.0K0.01%+429New
West Wealth Group, LLC432$338.1K0.13%−2−0.5%Reduced
Tennessee Valley Asset Management Partners432$338.7K0.09%+4+0.9%Added
Moody Lynn & Lieberson, LLC433$339.2K0.03%00.0%Unchanged
Syntegra Private Wealth Group, LLC433$339.5K0.05%+10+2.4%Added
Perennial Investment Advisors, LLC435$340.7K0.06%−100−18.7%Reduced
Pinnacle Financial Partners Inc438$343.1K0.01%+11+2.6%Added
Impact Partnership Wealth, LLC439$343.9K0.13%−232−34.6%Reduced
Commerzbank Aktiengesellschaft440$345.0K0.01%+440New
Evercore Wealth Management, LLC441$345.4K0.01%+8+1.8%Added
Greenland Capital Management LP442$346.2K0.05%+442New
David Loasby474$347.4K0.04%+55+13.1%Added
Insight Advisors, LLC447$350.1K0.07%−9−2.0%Reduced
McLean Asset Management Corp478$350.3K0.13%+1+0.2%Added
Pinkerton Retirement Specialists, LLC448$350.9K0.07%−217−32.6%Reduced
Ascent Group, LLC387$351.4K0.03%+2+0.5%Added
Columbia Asset Management450$352.0K0.07%+10+2.3%Added
Builder Investment Group Inc450$352.5K0.13%−150−25.0%Reduced
Manchester Capital Management LLC452$354.0K0.05%+19+4.4%Added
Outlook Wealth Advisors, LLC452$354.0K0.12%+68+17.7%Added
Thrive Capital Management, LLC452$354.3K0.19%+43+10.5%Added
RSM US Wealth Management LLC452$354.8K0.01%−42−8.5%Reduced
Childress Capital Advisors, LLC454$355.6K0.11%+4+0.9%Added
Salem Investment Counselors Inc453$355.7K0.01%00.0%Unchanged
Crescent Grove Advisors, LLC453$355.7K0.04%00.0%Unchanged
Valley Brook Capital Group455$356.4K0.31%00.0%Unchanged
Everhart Financial Group, Inc.455$356.4K0.13%+58+14.6%Added
Osborne Partners Capital Management, LLC455$356.5K0.02%−36−7.3%Reduced
Ramirez Asset Management, Inc.456$357.2K0.07%00.0%Unchanged
Silver Oak Securities, Inc456$357.2K0.05%+373+449.4%Added
RFG Advisory, LLC457$358.2K0.01%−129−22.0%Reduced
Barrett & Company, Inc.461$361.1K0.20%+100+27.7%Added
Legacy Financial Advisors, Inc.461$361.4K0.07%+26+6.0%Added
Spire Wealth Management441$364.1K0.01%−288−39.5%Reduced
Triumph Capital Management466$365.2K0.16%+466New
Ironwood Investment Counsel, LLC466$365.7K0.07%−10−2.1%Reduced
Dakota Wealth Management467$365.8K0.01%+52+12.5%Added
SignalPoint Asset Management, LLC470$368.0K0.11%−15−3.1%Reduced
Qsemble Capital Management, LP474$371.3K0.09%+474New
Edmond de Rothschild Holding S.A.475$372.0K0.01%+395+493.8%Added
Affinity Wealth Management LLC476$372.8K0.08%00.0%Unchanged
Allstate Corp477$373.6K0.03%−49−9.3%Reduced
AlphaStar Capital Management, LLC477$373.6K0.03%+477New
Austin Private Wealth, LLC480$375.9K0.05%+480New
Gallacher Capital Management LLC481$377.1K0.21%−104−17.8%Reduced
Daymark Wealth Partners, LLC483$378.4K0.02%−264−35.3%Reduced
Mitchell Capital Management Co484$379.1K0.08%00.0%Unchanged
Tandem Capital Management Corp485$379.9K0.24%+30+6.6%Added
Biltmore Family Office, LLC484$380.1K0.08%−375−43.7%Reduced
Sather Financial Group Inc487$381.4K0.03%00.0%Unchanged
Citizens Financial Group Inc491$384.4K0.01%+85+20.9%Added
Ferguson Wellman Capital Management, Inc491$384.6K0.01%+5+1.0%Added
Sage Mountain Advisors LLC491$384.6K0.04%−11−2.2%Reduced
Legacy Advisors, LLC491$385.8K0.05%+491New
GeoWealth Management, LLC497$389.0K0.03%+497New
Bellevue Asset Management, LLC499$390.8K0.35%00.0%Unchanged
Guerra Pan Advisors, LLC499$391.1K0.37%00.0%Unchanged
Harrell Investment Partners, LLC500$391.6K0.12%00.0%Unchanged
Rockland Trust Co500$391.6K0.02%00.0%Unchanged
Selway Asset Management500$391.6K0.16%00.0%Unchanged
DCF Advisers, LLC500$391.6K0.27%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.500$391.6K0.21%00.0%Unchanged
Legal Advantage Investments, Inc.500$391.6K0.24%00.0%Unchanged
Kendall Capital Management505$395.5K0.15%−25−4.7%Reduced
Power Corp of Canada508$397.9K0.04%−206−28.9%Reduced
Keystone Financial Group508$398.2K0.07%+46+10.0%Added
Lloyd Advisory Services, LLC.510$399.5K0.19%−89−14.9%Reduced
Lyell Wealth Management, LP510$399.5K0.05%00.0%Unchanged
GTS Securities LLC512$401.0K0.01%−1,425−73.6%Reduced
First Affirmative Financial Network512$401.1K0.32%+27+5.6%Added
Cidel Asset Management Inc513$401.8K0.02%+513New
Dark Forest Capital Management LP514$402.6K0.06%−4,925−90.5%Reduced
Angeles Wealth Management, LLC514$402.6K0.05%+22+4.5%Added
ASB Consultores, LLC514$402.8K0.13%−158−23.5%Reduced
Atomi Financial Group, Inc.514$402.8K0.06%+514New